Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity SICAV - German High Dividend Sustainable (EUR), Anteilsklasse P-acc, EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 73 |
ISIN: LU0775052292 | WKN: A1JWYR
KAG: UBS Fund M. (LU)
NAV: 254,72 EUR am 29.08.2024
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Kennzahlen UBS (Lux) Equity SICAV - German High Dividend Sustainable (EUR), Anteilsklasse P-acc, EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +3,23% | +7,15% | +15,44% | +12,45% | +39,18% | +75,37% | +153,48% |
| Volatilität | +13,91% | +11,02% | +10,51% | +15,73% | +19,64% | +18,04% | +17,32% |
| Sharpe Ratio | +3,01 | +1,03 | +1,14 | +0,03 | +0,17 | +0,13 | +0,26 |
| Bester Monat | - | +4,61% | +7,85% | +10,25% | +18,02% | +18,02% | +18,02% |
| Schl. Monat | - | -2,63% | -3,64% | -9,90% | -20,64% | -20,64% | -20,64% |
| Max. Verlust | -5,22% | -7,09% | -7,47% | -25,62% | -42,52% | -42,52% | -42,52% |
Monatsperformance UBS (Lux) Equity SICAV - German High Dividend Sustainable (EUR), Anteilsklasse P-acc, EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,37% | +9,42% | -1,03% | -1,94% | -1,93% |
| Februar | +1,85% | +0,72% | -5,65% | +3,71% | -8,74% |
| März | +4,61% | -0,25% | -1,16% | +8,82% | -20,64% |
| April | -2,63% | +2,16% | -1,27% | -0,18% | +9,36% |
| Mai | +3,29% | -2,78% | +0,90% | +2,70% | +4,12% |
| Juni | -1,30% | +2,16% | -9,90% | +0,17% | +5,95% |
| Juli | +0,68% | +2,58% | +3,28% | +0,81% | -1,98% |
| August | +2,47% | -2,31% | -3,98% | +2,51% | +5,92% |
| September | - | -2,89% | -7,47% | -2,97% | -3,04% |
| Oktober | - | -3,64% | +10,25% | +2,53% | -10,24% |
| November | - | +7,85% | +7,28% | -3,70% | +18,02% |
| Dezember | - | +2,95% | -2,68% | +4,89% | +2,28% |
| Gesamt | +10,61% | +16,13% | -12,50% | +18,01% | -6,54% |
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